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Samuel Robertson

Strategic Advisers LLC

Shoreline, WA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-02
WA RA APPROVED 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02
  • WA RA
    APPROVED
    Since 2025-09-02

Branch Locations

Shoreline, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bishop Blanchet High School Seattle WA 08/2012 06/2016
Washington State University Pullman WA 08/2016 05/2020
Big 5 Sporting Goods Shoreline WA 12/2017 01/2018
Super Friends Moving Seattle WA 05/2018 08/2018
Super Friends Moving Seattle WA 05/2019 08/2019
Unemployed Shoreline WA 07/2016 08/2016
Unemployed Seattle WA 06/2020 07/2020
Equitable Advisors,Llc New York NY 07/2020 09/2022
Mutual Of America Kirkland WA 01/2023 08/2023
Unemployed Shoreline WA 10/2022 12/2022
Fidelity Investments Westlake TX 11/2023 Present
  • 08/2012 → 06/2016
    Bishop Blanchet High School
    Seattle, WA
  • 08/2016 → 05/2020
    Washington State University
    Pullman, WA
  • 12/2017 → 01/2018
    Big 5 Sporting Goods
    Shoreline, WA
  • 05/2018 → 08/2018
    Super Friends Moving
    Seattle, WA
  • 05/2019 → 08/2019
    Super Friends Moving
    Seattle, WA
  • 07/2016 → 08/2016
    Unemployed
    Shoreline, WA
  • 06/2020 → 07/2020
    Unemployed
    Seattle, WA
  • 07/2020 → 09/2022
    Equitable Advisors,Llc
    New York, NY
  • 01/2023 → 08/2023
    Mutual Of America
    Kirkland, WA
  • 10/2022 → 12/2022
    Unemployed
    Shoreline, WA
  • 11/2023 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2020-09-29
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2020-09-29
Other Names
  • Sam Robertson
  • Samuel Robertson
  • Samuel Gregory Robertson

View on SEC IAPD

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